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Hartford Disciplined Equity HLS IB (HBGIX)

20.16 0.00(0.00%) Sep 19
Prev Close:20.16
YTD Return*:9.68%
Net Assets*:855.62M
Yield*:0.66%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HBGIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.534.02
CVX2.404.62
MSFT2.4022.77
MCK2.2821.46
CVS2.2712.55

Fund Basics

Morningstar Overall Rating:
Total Assets:855.62M
Category:Large Blend
Annual Report Expense Ratio (net):1.01%

Performance & Risk

YTD Return:9.68%
5y Avg Return:16.93%
Rank in Category (ytd):27
% Rank in Category (ytd):1.66%
Beta (3y):1.00
Morningstar Risk Rating:3

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of its assets in common stocks. It invests in a diversified portfolio of common stocks. The fund's portfolio is broadly diversified by industry and company. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. View More
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